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BHastingsDRF
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Member since ‎Nov 18, 2021
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Ben Hastings

Paramedic turned "corporate guy" doing health software sales. Professional interests in CRM suites, data analytics, healthcare solutions and healthcare IT.

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BHastingsDRF on April 19, 2022
Simplify Contact Association/Adding
You have created an unnecessarily clunky workflow in adding contacts to an existing Company record. From within an existing Company page, hit "+Add" to contacts. It automatically deploys you on Associate Existing. Now you are faced with a choi read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
BHastingsDRF
Participant
November 19, 2021
Reply to Target Accounts - Sticky Filters or Default Filters
Thank you @karstenkoehler ! New to the site and was moving fast... I was trying to find that space but somehow ended in the wrong one. Here i...read more
BHastingsDRF on November 19, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky read more
Reply Idea Contacts & Companies
8 upvotes
1 Reply
Solved
BHastingsDRF on November 18, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky fi read more
Reply Discussion Companies Sales
0 upvote
2 Replies
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